Form 4: Procore Technologies Director Kevin J. O'Connor Reports Changes in Beneficial Ownership

Sentiment:

SEC Form 4


Director Kevin J. O'Connor reports contributing Procore Technologies shares to an exchange fund and selling shares, resulting in adjustments to his beneficial ownership.

Summary

  • On June 21, 2023, Kevin J. O'Connor, a director of Procore Technologies, Inc., contributed 31,543 shares of common stock to an exchange fund at a value of $65.62 per share.
  • On August 19, 2024, O'Connor contributed 25,000 shares of common stock to an exchange fund at a value of $57.53 per share.
  • Following these transactions, O'Connor directly owns 13,583 shares and indirectly owns 1,380,078 shares through the Kevin J. O'Connor Revocable Trust U/A DTD 06-13-19.

Sentiment

Score: 5

Explanation: The document is a standard regulatory filing detailing stock transactions by a company director. It doesn't inherently convey positive or negative sentiment, but rather provides factual information.

Industry Context

This filing is a routine disclosure of stock transactions by a company insider, which is common in publicly traded companies. It provides transparency to investors regarding the actions of key personnel.

Comparison to Industry Standards

  • Form 4 filings are standard practice for directors and officers of publicly traded companies like Procore Technologies, similar to filings made by insiders at companies like Autodesk (ADSK) and Oracle (ORCL).
  • The transactions reported, involving contributions to an exchange fund, are a common strategy for diversifying holdings while deferring capital gains taxes, a practice seen among executives at various tech companies.

Stakeholder Impact

  • The transactions may have a minor impact on shareholders by slightly altering the ownership structure.
  • The transactions do not directly impact employees, customers, suppliers, or creditors.

Key Dates

DateDescription
06/13/19Date of the Kevin J. O'Connor Revocable Trust U/A DTD.
06/21/2023Date of transaction where 31,543 shares were contributed to an exchange fund.
08/19/2024Date of transaction where 25,000 shares were contributed to an exchange fund.
08/21/2024Date of signature on the Form 4 filing.

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